How big is Lewis Brisbois Bisgaard & Smith LLP's plan?

Lewis Brisbois Bisgaard & Smith LLP's plan reported $197.1M in assets and 293 participants for 2024.

Original filing (PDF)20251015165024NAL0002661683001

Lewis Brisbois Bisgaard & Smith LLP

Name: Lewis Brisbois Bisgaard & Smith LLP — Lewis Brisbois, Form 5500 (2024)
Creator: Lewis Brisbois Bisgaard & Smith LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Lewis Brisbois Bisgaard & Smith LLP 401(k) Plan

401(k) retirement plan · Lewis Brisbois Bisgaard & Smith LLP's Lewis Brisbois Bisgaard & Smith LLP 401(k) Plan held $197.1M in plan assets for 293 participants in 2024, with Morgan Stanley Smith Barney as recordkeeper.

Signals · 3

Late participant contributionsHigh average account balanceSelf-directed brokerage offered

Active participants

293

Accounts w/ balance

468

Plan assets (EOY)

$197.1M

Net assets (EOY)

$197.1M

Plan identifiers

Lewis Brisbois Bisgaard & Smith LLP's EIN is 95-3720522.

EIN 95-3720522

Plan number 003

Plan year 2024

ACK ID 20251015165024NAL0002661683001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lewis Brisbois Bisgaard & Smith LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lewis Brisbois Bisgaard & Smith LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIS BRISBOIS BISGAARD & SMITH LLP.

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How this plan invests

This plan

2 pooled trusts

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 10K (0% of contributions).
Total administrative cost in the bottom quartile of peers (24th percentile).

Helping the score

High average account balance (94th percentile).

Plan sponsor

Name

LEWIS BRISBOIS BISGAARD & SMITH LLP

EIN

all filings

Address

633 W. 5TH STREET, SUITE 4000 · LOS ANGELES, CA · 90071

Phone

(213) 250-1800

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CITRIN COOPERMAN & CO.,LLP

Trustee / custodian

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY	26-4310632	—	RECORDKEEPER	$233K	—
JOHN HANCOCK LIFE INSURANCE COMPANY	01-0233346	—	RECORDKEEPER	$196K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CITRIN COOPERMAN & CO.,LLP

Investments

33 direct securities · 2 pooled funds· $194.0M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Common Collective Trusts

$77.7M

6 holdings

Mutual Funds

$57.5M

13 holdings

Other securities

$23.1M

11 holdings

Self-Directed Brokerage

$19.2M

1 holding

Stable Value

$14.6M

1 holding

Common Collective Trust

$984K

2 holdings

Bonds / Notes

$826K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Funds (Capital Group)$62.1M Vanguard$50.7M Fidelity$26.2M JPMorgan$1.0M Janus Henderson$817K Wells Fargo / Allspring$573K Dimensional / DFA$494K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

Name	EIN	Location	Relation	Direct comp	Indirect comp
KRAVITZ, LLC	82-3719843	—	NONE	$26K	—

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$26.2M	13.3%
Vanguard Growth Index Fund Institutional Shares Mutual Fund	Common Collective Trusts	—	—	$26.1M	13.2%
Self-directed brokerage accounts Self-directed Brokerage Accounts	Self-Directed Brokerage	—	—	$19.2M	9.7%
American Funds 2030 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$15.4M	7.8%
Vanguard Mid Cap Index Fund Institutional Shares Mutual Fund	Common Collective Trusts	—	—	$14.8M	7.5%
Standard Stable Asset Fund II Guaranteed Investment Contract	Stable Value	—	—	$14.6M	7.4%
American Funds 2035 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$10.5M	5.3%
American Funds 2025 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$8.5M	4.3%
Vanguard Value Index Fund (I) Mutual Fund	Common Collective Trusts	—	—	$7.1M	3.6%
American Balanced Fund Mutual Fund	Other securities	—	—	$6.5M	3.3%
American Funds 2040 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$5.5M	2.8%
American EuroPacific Growth Fund Mutual Fund	Other securities	—	—	$5.0M	2.6%
American Funds 2020 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$4.7M	2.4%
American Funds 2045 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$4.0M	2.0%
TCW Metwest Total Return Bond Fund Administrative Class Mutual Fund	Other securities	—	—	$3.9M	2.0%
American Funds 2010 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$3.3M	1.7%
Vanguard Small Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$2.7M	1.4%
Brandywine GLOBAL High Yield Fund IS Mutual Fund	Other securities	—	—	$2.3M	1.1%
American Funds 2050 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$2.1M	1.1%
American Funds New Perspective R6 Mutual Fund	Mutual Funds	—	—	$1.3M	0.7%
Cohen & Steers Realty Shares Mutual Fund	Other securities	—	—	$1.3M	0.6%
American New World Fund Mutual Fund	Other securities	—	—	$1.3M	0.6%
AB Global Bond Fund Mutual Fund	Other securities	—	—	$1.1M	0.5%
American Funds 2060 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$857K	0.4%
Notes receivable from participants Interest rates ranging from 4.25% $-	Bonds / Notes	—	—	$826K	0.4%
Janus Triton Collective Fund III Common Collective Trust	Common Collective Trusts	—	—	$817K	0.4%
Macquarie Small Cap Value Int Mutual Fund	Other securities	—	—	$706K	0.4%
ALLSPRING SPECIAL MC VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001	Common Collective Trust	—	—	$573K	0.3%
JPMorgan Mid Cap Growth R5 Mutual Fund	Other securities	—	—	$546K	0.3%
American Funds 2055 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$503K	0.3%
DFA Inflation-Protected Securities Portfolio I Mutual Fund	Mutual Funds	—	—	$494K	0.3%
JP Morgan Equity Income R5 Mutual Fund	Other securities	—	—	$469K	0.2%
PIONEER LC GROWTH PORTFOLIO R1 GREAT GRAY TRUST COMPANY, LLC · EIN 81-4278868 / PN 290	Common Collective Trust	—	—	$411K	0.2%
American Funds 2015 Target Date Retirement Fund Mutual Fund	Mutual Funds	—	—	$255K	0.1%
American 2065 Target Date Retirement Fund Mutual Fund	Other securities	—	—	$122K	<0.1%

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